Investing for people and planet

We recognise that how we choose to invest has important repercussions for society and our environment, as well our investment performance. Responsible investment is integrated into our investment process.

Developing our responsible investment policy

Our board has worked with our portfolio manager to develop a responsible investment policy. This involves:
 

  • ensuring that environmental, social and governance (ESG) issues are integrated throughout our investment process
  • making clear our expectations to the funds and companies in which we invest to take account of, report on and measure ESG issues
  • seeking to ensure that all investee companies and managers are thinking about the long-term impacts of their business – from carbon emissions to supply chain labour to using green energy and recyclable materials
  • while we do not exclude specific sectors or countries from our portfolio, we expect portfolio companies and managers to demonstrate improvement in any ESG area in which they are lagging
  • where appropriate, engaging with companies directly or using escalation and shareholder voting powers to drive positive change in their business practices

UN Principles for Responsible Investment (UNPRI)

Our portfolio manager is now a signatory to these global principles, which are supported by the United Nations. These require signatories to incorporate ESG issues into investment decision-making and expect robust ESG disclosure from the companies and issuers in which they invest.

Taskforce on Climate-Related Financial Disclosures (TCFD)

As a closed-ended investment company, Hansa Investment Company Limited is exempt from the requirements on certain UK companies to report on the climate-related financial risks involved in their business. However, given our goal to deliver long-term sustainable returns, we have chosen to provide relevant TCFD reporting.

Carbon offsetting for travel

Our board continues to offset carbon related to business travel. In the 2022/23 business year, 237 tonnes of carbon were offset through supporting not-for-profit sustainable forestry schemes.